Cloudflare, Inc.
MX ˙ BMV ˙ US18915M1071
SecurityMX:NET / Cloudflare, Inc.
InstitutionBamco Inc /ny/
Latest Disclosed Ownership457,324 shares
Latest Disclosed Value $ 94,364,234
Bamco Inc /ny/ reports 11.65% increase in ownership of NET / Cloudflare, Inc.

On May 15, 2026 - Bamco Inc /ny/ filed a 13F-HR form disclosing ownership of 457,324 shares of Cloudflare, Inc. (MX:NET) valued at $94,364,234 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 409,604 shares of Cloudflare, Inc.. This represents a change in shares of 11.65% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F CLOUDFLARE CL A COM 18915M107 457,324 47,720 11.65 94,364 16.86 0.2848
2026-02-17 2025-12-31 13F CLOUDFLARE CL A COM 18915M107 409,604 -44,630 -9.83 80,753 -17.15 0.2188
2025-11-14 2025-09-30 13F CLOUDFLARE CL A COM 18915M107 454,234 -52,239 -10.31 97,474 -1.72 0.2585
2025-08-14 2025-06-30 13F CLOUDFLARE CL A COM 18915M107 506,473 -328,409 -39.34 99,183 5.42 0.2689
2025-05-15 2025-03-31 13F CLOUDFLARE CL A COM 18915M107 834,882 -62,673 -6.98 94,083 -2.65 0.2763
2025-02-14 2024-12-31 13F CLOUDFLARE CL A COM 18915M107 897,555 47,075 5.54 96,649 40.49 0.2498
2024-11-14 2024-09-30 13F CLOUDFLARE CL A COM 18915M107 850,480 -13,683 -1.58 68,795 -3.89 0.1825
2024-08-14 2024-06-30 13F CLOUDFLARE CL A COM 18915M107 864,163 19,117 2.26 71,579 -12.52 0.2050
2024-05-15 2024-03-31 13F CLOUDFLARE CL A COM 18915M107 845,046 -90,239 -9.65 81,826 5.08 0.2181
2024-02-14 2023-12-31 13F CLOUDFLARE CL A COM 18915M107 935,285 -4,244 -0.45 77,872 31.48 0.2074
2023-11-14 2023-09-30 13F CLOUDFLARE CL A COM 18915M107 939,529 7,086 0.76 59,228 -2.83 0.1721
2023-08-14 2023-06-30 13F CLOUDFLARE CL A COM 18915M107 932,443 42,287 4.75 60,954 11.05 0.1688
2023-05-15 2023-03-31 13F CLOUDFLARE CL A COM 18915M107 890,156 49,971 5.95 54,887 44.50 0.1648
2023-02-14 2022-12-31 13F CLOUDFLARE CL A COM 18915M107 840,185 75,696 9.90 37,985 -10.17 0.1275
2022-11-14 2022-09-30 13F CLOUDFLARE CL A COM 18915M107 764,489 82,588 12.11 42,284 41.74 0.1366
2022-08-15 2022-06-30 13F CLOUDFLARE CL A COM 18915M107 681,901 171,971 33.72 29,833 -51.12 0.0958
2022-05-13 2022-03-31 13F CLOUDFLARE CL A COM 18915M107 509,930 91,895 21.98 61,039 11.04 0.1498
2022-02-14 2021-12-31 13F CLOUDFLARE CL A COM 18915M107 418,035 17,723 4.43 54,972 21.90 0.1166
2021-11-12 2021-09-30 13F CLOUDFLARE CL A COM 18915M107 400,312 -8,529 -2.09 45,095 4.21 0.1021
2021-08-13 2021-06-30 13F CLOUDFLARE CL A COM 18915M107 408,841 0 0.00 43,272 50.64 0.0991
2021-05-19 2021-03-31 13F CLOUDFLARE CL A COM 18915M107 408,841 25,853 6.75 28,725 -1.30 0.0708
2021-02-12 2020-12-31 13F CLOUDFLARE CL A COM 18915M107 382,988 37,000 10.69 29,103 104.86 0.0720
2020-11-13 2020-09-30 13F CLOUDFLARE CL A COM 18915M107 345,988 14,007 4.22 14,206 19.03 0.0436
2020-08-14 2020-06-30 13F CLOUDFLARE CL A COM 18915M107 331,981 105,028 46.28 11,935 123.96 0.0431
2020-05-15 2020-03-31 13F CLOUDFLARE CL A COM 18915M107 226,953 53,565 30.89 5,329 80.16 0.0261
2020-02-18 2019-12-31 13F CLOUDFLARE CL A COM 18915M107 173,388 -1,612 -0.92 2,958 -8.98 0.0113
2019-11-14 2019-09-30 13F CLOUDFLARE CL A COM 18915M107 175,000 175,000 3,250 0.0134
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.